How to edit documents with the new AGIR Office Web Add-In

This article explains how to edit documents using AGIR Office Web Add-In.

Make sure you have AGIR Office Web Add-In installed on your computer. In case you don't check out this tutorial: How to edit documents without AGIR Office Add-In or New AGIR Office - How to install?

 TIP  To edit a document, you need to be a task owner at the edition step of the workflow or a document owner. If you don't have these permissions you won't be able to do this process. 

If you're an Administrator, click here to know more about how to distribute permissions to documents/workflows.

The image below shows that the document is at the edition status, and the tasks have been assigned to Pedro Lopes. In this case, the pencil icon is available, which means that Pedro can edit the document.

 ATTENTION  The edition status we show you in this article can have a different name in your workflow (example: Revision, Draft, etc...)

The editing process is very simple:

1. Click on edit at the pencil icon, and wait until the document is downloaded. In this example, we are editing a Word document. The document will be opened and edited using Microsoft Word. 

2. Open your document using Microsoft Office. Click on the downloaded file or browse your download folder.

3. Apply the intended changes to your document. Then, look for the Agir Office Web Add-In in the Home tab. If you're done with your changes, click on Send to AGIR.

4. At this point, the document will be returned to AGIR with all the changes performed, in two versions (PDF and Word). You don't need to save any other copy on your computer. This process may take 30 seconds to be completed.

 TIP  In this editing process, more than one tab can be opened on your browser. Close the oldest tabs and always use the most recent one. This way you will always open the most updated version of the document.

When returning the document to AGIR, the document will be opened in your computer's default browser. If you have logged in on a browser other than the default one, at this stage you may end with two browsers open. In case you don't know how to change your default browser on Windows, read this tutorial. We remind you that AGIR is optimized for Chrome, Edge and Firefox.

5. The document has been sent back to AGIR with all the performed changes. You can now submit the document and follow the next steps of your workflow (if there are any). In case there are no next steps, the revision process is complete.

 ATTENTION  As per your workflow settings, after submitting, a summary of your changes may be requested. This summary is intended to inform the user about any changes made to the document. You can opt for Save and increase revision number (the most usual option) or Save and do NOT increase version, in case it's a minor edit/correction or other that doesn't warrant increasing the revision number.

Agir Office Web Add-in options

1 - Send to AGIR	This is the main option. Send to AGIR will return the document to AGIR. This button was explained in the section above.
2 - Link to document	This option allows the creation of links, in the body of the document, to other AGIR documents. In this way, when reading a document, you can easily have access to related documents. Just click the button and search the related document in the search bar. You can search by name, code, or any other metadata.
3 - Document Workflow	This option allows the creation of links, in the body of the document, to AGIR document workflows. In this way, when reading a document, you can easily create new documents or browse the workflow document list. Just click the button and select the document workflow you want to link.
4 - Process Workflow	This option allows the creation of links, in the body of the document, to AGIR process workflows. In this way, when reading a document, you can easily create new processes or browse the workflow process list. Just click the button and select the process workflow you want to link.